For wealth managers and RIAs
An options desk your committee can sign off on.
Clients want protection and income. Your team has no time to run an options program and won’t hand decisions to a black box. StockAgents governs every model book against limits you set, proposes the hedges, and leaves every decision with you.
Limit compliance · Balanced model
LIVEVOLATILITY REGIME
Effective beta
band 0.7 to 1
Vega, bp of NAV per vol point
band 0 to 17.5
Gamma, % of NAV per 1%
band -10.5 to 28
Theta, bp of NAV per day
band -12 to 0
Top name share
band 0 to 35
Same book, new regime: 1 outside target, 0 breach. Hedges are proposed for review.
Illustrative book. Bands tighten and loosen with VIX.
16%
of advisor time goes to managing investments. Client meetings and servicing take 43%.
18%
of advisors rate AI tools as highly reliable for investment or portfolio decisions.
Source: Morningstar via Financial Advisor
Books · nightly risk run
READYConservative
target 0.40
Balanced
target 0.70
Growth
target 1.00
Illustrative books. Hedges sized with SPY at $650.
Books · Hedge · nightly
Every model book held to its own beta
Run conservative, balanced and growth models at their own beta targets, from fully exposed to market-neutral. Every night the book is marked, checked and hedged back to target with stocks, sector ETFs or the index, or more often when markets move.
- 01Beta, delta and gamma hedges for the book or a single position
- 02Hedged and unhedged versions side by side, with performance and CVaR
- 03You approve every change, and every approval is logged
Distribution · sector, industry, theme
Where the risk sits, not just the capital
A sleeve can hold a third of the capital and half of the risk. Switch views and measures and see the concentration your committee will ask about.
- 01By sector, industry or your own desk themes, measured as capital, delta dollars or one-sigma risk, with index positions looked through
- 02Directional overlays follow each holding’s fundamentals and trend; volatility sleeves ignore direction and hedge delta to zero
- 03Concentration limits checked on every run
Book distribution · 16 names
LIVEVIEW
MEASURE
Hyperscalers
MSFT, META, AMZN, GOOGL
Semiconductors
NVDA, AMD, TSM, MU
Power infrastructure
GEV, VST
Specialty retail
AMZN
Discount stores
WMT
Software
NBIS
Energy ETF
XLE
Other
GNRC
Semiconductors: 20% of the capital, 31% of the one-sigma risk.
Illustrative book. Index hedges net against what they hedge.
Monte Carlo · 10,000 paths · 10 days
LIVECORRELATION REGIME
VaR 95
$53,259
VaR 99
$67,531
CVaR 95
$62,222
Chance of a loss
49.0%
WHO LOSES IN THE WORST 5% OF PATHS
Illustrative convex book. Losses measured from today’s value.
Sigma · correlated simulation
10,000 ways the next two weeks could go
Each name moves by its beta to the market, its own volatility and its correlation with the others. Every leg is repriced on every path, so VaR and CVaR come from the book you hold, not a straight-line estimate.
- 01Conditional sigma ladder: the market fixed at each move, with the 16th to 84th percentile band of what your names do around it
- 02VaR, CVaR and chance of a loss, measured from today’s value so gains already made don’t hide risk
- 03Who loses in the worst 5% of paths, position by position
- 04Dispersion: what happens when names move on their own while the index stands still
Built for compliance review
Models decide. Language models only explain.
DETERMINISTIC
Score, rank, size, check limits
The same inputs always give the same output, so every number can be reproduced for an auditor.
LANGUAGE MODELS
Classify and explain
They read filings and write the reasoning. They never pick the trade or its size.
YOU
Approve every change
Limits gate nothing on their own. Proposals wait for your approval, and every decision is logged.
Wondering how this compares with Moontower, SpotGamma, Unusual Whales or Market Chameleon?
See the comparison →FAQ
Can each model have its own limits?
Yes. Each book carries its own beta target and limit bands. Hard bounds decide BREACH; regime bands decide OUTSIDE TARGET.
How often are books checked and hedged?
Every night by default, and more often when markets move. Each run marks the book, checks it against limits and proposes hedges for your approval.
Does StockAgents make decisions for us?
No. It proposes; you approve. StockAgents is a research tool and technology provider, not a registered adviser.